RFMS
RWQ Financial Management Services Portfolio holdings
AUM
$230M
1-Year Est. Return
74.08%
1 Year Est. Return
+74.08%
AUM
$230M
AUM Growth
-$7.19M
(-3%)
Holding
26
Top Buys
| 1 | +$26.1M | |
| 2 | +$7.51M | |
| 3 | +$6.93M | |
| 4 |
Oracle
ORCL
|
+$5.53M |
| 5 |
CRWV
CoreWeave Inc
CRWV
|
+$4.55M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$9.16M | |
| 3 | +$8.72M | |
| 4 |
Tesla
TSLA
|
+$7.66M |
| 5 |
Microsoft
MSFT
|
+$7.28M |
Sector Composition
| 1 | Technology | 44.86% |
| 2 | Consumer Discretionary | 17.38% |
| 3 | Communication Services | 13.45% |
| 4 | Industrials | 11.18% |
| 5 | Utilities | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$410B
| – | – |
-35,425
|
|